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Getting it all together: business succession planning combined with estate planning

At DRC, we specialize in helping families combine comprehensive business planning with complete estate planning.  Families need to proactively plan for the eventual sale or transition of the business.  Many of our clients only begin to think about estate planning at the time they are forced to think about business succession planning.  We help clients in the sale of their business as well as the succession planning from one generation of owner to the next.  We also focus strategies that provide fair and equal treatment for all of a founder’s children, including those who won’t continue on the farm or in the business.

We’ve attached a helpful article to help you understand what you need to begin thinking about:  Understanding Business Transition Strategies